Member directory
Add, edit and delete members – with search, status filter and detail view.
The member directory is the heart of the Members area: a list of all the people in your club. From here you add new members, keep their data up to date and quickly find any entry again.
Who may add members?
Only people with the right permissions may add, edit or delete members – usually the board, the secretary or an administrator. As an ordinary member, you can maintain your own personal data, but not other people's entries.
Adding a member
Start a new member
Open the member directory and tap "New" (or the plus symbol). The empty member form opens.
Enter the person
Fill in the details about the person:
- First and last name – the only required detail.
- Date of birth and year of joining (year of joining the club).
- Status – see below.
- Address and contact (email, phone).
- Notes – space for internal remarks.
Assign a part
Assign the member their part (e.g. "Clarinet in B flat") and – if they fill in – an alternate part.
If the person doesn't (yet) play an instrument, you can instead assign them directly to a section (e.g. "Woodwind"). Read more about parts and sections under Parts & sections.
Save
Tap "Save". The new entry appears in the list right away.
A member's status
The status shows at a glance what relationship the person currently has with the club:
- Active – plays regularly.
- Student – in training / young musician.
- Deputy – represents or accompanies another member (e.g. parents; see Linking accounts).
- On hiatus – temporarily not active.
- Former – has left, but stays in the directory.
The status is also the most important filter in the list (see below).
Searching, filtering and sorting
In a long directory, you find everyone quickly:
- Search – tap the search field at the top and enter a name or an email address.
- Status filter – with the status buttons, you show, for example, only the active members.
- Filter by position – show only the holders of a certain office (e.g. all advisory board members).
- Sorting – order the list, for example, by name.
Editing a member
In the list, tap a member to open their detail view, and then tap "Edit". You land back in the form and can change all the details. With "Save", you apply the changes.
What the detail view shows
The detail view brings together everything about a person:
- Age – calculated automatically from the date of birth.
- Positions – the person's club offices with their terms of service.
- Honors – awards and badges received.
- Membership periods – joins and departures as well as breaks, with years.
Deleting a member
If you no longer need an entry, open it and choose "Delete".
Deleting means trash
A deleted member isn't gone right away: it moves to the trash and stays recoverable there for 30 days. Only after that – or after permanent deletion in the trash – is it irreversibly removed. More on this under Trash.
Tip: change the status instead
If someone leaves, you don't have to delete the entry. Set the status to "Former" – that way positions, honors and membership periods are preserved for the club chronicle.
Maintaining your own data
Even without administrative permissions, every member can maintain their own directory entry: name, date of birth, address and contact details can be changed by yourself. That way the directory stays current, without the board having to enter every address change. Your part, your status or your positions are still set by the club administration.